According to UBI Research, the market for OLED emitting materials grew 17% from 2014 to 2015. Universal Display (the top supplier in terms of revenues), Dow Chemical and LG Chem saw a decrease in sales while Novaled, Idemitsu Kosan and Samsung SDI saw improved revenues.

Samsung Display is the largest OLED producer by far, and so when it changes suppliers it changes the whole market. UBI says that in 2015 Idemitsu Kosan, the second supplier in terms of revenue started delivering blue fluorescent emitters to Samsung Display, and also enjoyed the ramp-up in OLED TV production by LGD.